Proposal to increase the value of a penalty unit

Proposal to increase the value of a penalty unit

Feb 20 2024

The Government has proposed to increase the value of a penalty unit which is just another reason to consider a corporate trustee for your SMSF.




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Market Snapshot: January 2024

Market Snapshot: January 2024

Feb 13 2024

In this month's market snapshot, we take a glimpse at what the market has been up to and what the key developments were for January 2024.




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Can you afford to retire early?

Can you afford to retire early?

Feb 13 2024

Many Australians caught in the nine-to-five grind of working for a living dream of the possibility of taking early retirement, spending their days travelling or playing golf or doing nothing much at all.




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5 tips for starting your own successful business

5 tips for starting your own successful business

Feb 6 2024

Many people have great business ideas but are often overwhelmed when they look to turn their idea into a thriving business. Here are 5 tips for translating your dream into reality.




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A Self-Employed Superannuation Guide

A Self-Employed Superannuation Guide

Jan 22 2024

Often, self-employed people prefer reinvesting back into their businesses, hesitant to stash money away in superannuation. Yet, there's a compelling case for setting aside a slice of your earnings.




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Market Snapshot: December 2023

Market Snapshot: December 2023

Jan 15 2024

In this month's market snapshot, we take a glimpse at what the market has been up to and what the key developments were for December 2023.




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Five Tips to Improve your Financial Wellbeing

Five Tips to Improve your Financial Wellbeing

Jan 15 2024

In these ever-changing and uncertain times in society, there has never been a greater emphasis on our health and wellbeing.




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Market Snapshot: November 2023

Market Snapshot: November 2023

Dec 14 2023

In this month's market snapshot, we take a glimpse at what the market has been up to and what the key developments were for November 2023.




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How much should I have in my emergency fund?

How much should I have in my emergency fund?

Dec 14 2023

It’s the most common story financial professionals hear. Unfortunately, too many people fail to set aside emergency savings to see them through life’s hiccups.




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Record-keeping checklist

Record-keeping checklist

Nov 15 2023

The ACNC has released a record-keeping checklist to promote good record-keeping practice and to support charities in meeting their ACNC obligations.




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Charities must disclose their related-party dealings

Charities must disclose their related-party dealings

Nov 15 2023

New questions in the recently launched 2023 AIS require charities to disclose their dealings with related parties.




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ACNC releases AIS findings

ACNC releases AIS findings

Nov 15 2023

The ACNC has released findings from 250 annual information and financial statements submitted for the 2021 reporting period.




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Market Snapshot: October 2023

Market Snapshot: October 2023

Nov 14 2023

In this month’s market snapshot, we take a glimpse at what the market has been up to and what the key developments were for October 2023.




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Superannuation - It's not a case of set and forget

Superannuation - It's not a case of set and forget

Nov 14 2023

The government regularly reminds us that each Australian must take responsibility for funding their future.




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Roadmap to retiring young

Roadmap to retiring young

Nov 14 2023

The dream of retiring young is one that captivates many peoples’ imaginations. The freedom to live life on your own terms, doing what you want, when you want is undeniably appealing, but is it attainable?




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Market Snapshot: September 2023

Market Snapshot: September 2023

Oct 9 2023

In this month’s market snapshot, we take a glimpse at what the market has been up to and what the key developments were for September 2023.




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Achieving Financial Freedom

Achieving Financial Freedom

Oct 9 2023

We all have different desires and goals in life, but most of us share the dream that one day we would like to achieve our particular version of ‘financial freedom’.




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Don't wait until your 60's to see a Financial Adviser

Don't wait until your 60's to see a Financial Adviser

Oct 9 2023

Ask most 30 year olds who their financial planner is and the typical response might be ‘huh?’ After all, financial advisers are for older people with plenty of money to invest, aren’t they?




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GST Misunderstandings

GST Misunderstandings

Sep 12 2023

This article looks at some of the common traps small business operators can fall into when calculating and preparing their BAS returns.




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Market Snapshot: August 2023

Market Snapshot: August 2023

Sep 10 2023

In this month’s market snapshot, we take a glimpse at what the market has been up to and what the key developments were for August 2023.




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The Pillars of Retirement Income

The Pillars of Retirement Income

Sep 10 2023

While older Australians are reportedly among the wealthiest retirees in the world, much of their wealth is tied up in their family home, leaving many to worry about how they will find the money to pay for their day-to-day expenses when they stop work.




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Estate Planning is not just for retirement

Estate Planning is not just for retirement

Aug 22 2023

Many people think that Estate Planning is only for people who are close to retirement, especially if we fall into the trap of thinking that Estate Planning is just about getting a will. But did you know that Estate Planning addresses key protection strategies whilst you’re still alive?




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Unlocking the potential of Aged Pension and Superannuation benefits

Unlocking the potential of Aged Pension and Superannuation benefits

Aug 22 2023

The Australian Aged Pension scheme provides a wonderful safety net for those with limited assets in retirement, although many remain confused by how their age pension entitlements differ from so called superannuation income streams.




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Market Snapshot: July 2023

Market Snapshot: July 2023

Aug 22 2023

In this months market snapshot, we take a glimpse at what the market has been up to and what the key developments were for July 2023.




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Reporting related-party transactions

Reporting related-party transactions

Aug 17 2023

In 2023 annual information statements, all but basic religious charities will be required to report their related-party transactions to the ACNC due to changes announced in November 2021.




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Adhering to ACNC's governance standards

Adhering to ACNC's governance standards

Aug 17 2023

The ACNC's governance standards is a set of core principles dealing with how a charity should be run. It's timely to review your compliance with them.




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Six Steps to a Happy New Financial Year

Six Steps to a Happy New Financial Year

Jul 7 2023

The new financial year provides an opportunity for a fresh start for your finances. Make this the financial year you get on top of yours… for good! 




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Market Snapshot: June 2023

Market Snapshot: June 2023

Jul 6 2023

In this months market snapshot, we take a glimpse at what the market has been up to and what the key developments were for June 2023.




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Total Super Balance and Transfer Balance Cap Indexation

Total Super Balance and Transfer Balance Cap Indexation

Jun 19 2023

Along with increasing term deposit and savings interest rates, one of the few benefits of the recent rise in inflation is that some important superannuation thresholds are increasing from 1 July 2023.




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Planning for your future retirement

Planning for your future retirement

Jun 16 2023

Millennials in Australia are facing an unprecedented challenge when it comes to planning for retirement.




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Market Snapshot: May 2023

Market Snapshot: May 2023

Jun 15 2023

In this months market snapshot, we take a glimpse at what the market has been up to and what the key developments were for May 2023.




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Four Time-Tested Investment Strategies for Young Investors

Four Time-Tested Investment Strategies for Young Investors

Jun 13 2023

Young investors have greater access to education around investing, more diverse opportunities for investing, as well as a rise in social media content creators creating communities around building wealth – making this topic much more popular among younger generations. 




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ATO Focus Areas for 2023 Tax Year

ATO Focus Areas for 2023 Tax Year

Jun 13 2023

The Australian Taxation Office (ATO) has announced its top key focus areas for the tax year, basing the list on the priority areas they often see mistakes being made.




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How to plan for the longest “holiday” of your life

How to plan for the longest “holiday” of your life

May 18 2023

Budgeting for retirement is like preparing your suitcase for an epic journey! Packing the right items and planning ahead is essential to ensure you don't run into any unexpected surprises along the way.




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Minimum pension limits set to revert to normal levels

Minimum pension limits set to revert to normal levels

May 17 2023

In response to the COVID-19 pandemic and the subsequent impact on global economies and financial markets, the Government reduced the minimum pension drawdown rate for account based and transition to retirement pensions by 50% for the 2019/2020 and 2020/2021 financial years.




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Manage your cyber risks

Manage your cyber risks

May 15 2023

With reports of cyber crime on the rise, the ACNC is reminding charities of cyber-security risks, giving guidance and practical tools to help to reduce them.




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